Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 17.80%
2 KBWP 7.75%
3 PFI 6.06%
4 SSPX 5.72%
5 HDV 5.15%
6 AIEQ 5.07%
7 BIBL 4.94%
8 MFSV 4.87%
9 GBDV 4.84%
10 WBIF 4.53%
11 NEWZ 4.28%
12 UTRN 4.05%
13 SXQG 3.79%
14 WBIL 3.78%
15 LGCF 3.76%
16 BOUT 3.21%
17 USCF 3.20%
18 IYF 2.95%
19 INNO 2.82%
20 BCUS 2.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 53.40M (9.14%) 583.38K
Increased by +1.09%
Dec 31, 24
2 BlackRock Inc 52.61M (9.01%) 4.69M
Increased by +8.91%
Dec 31, 24
3 State Street Corp 25.49M (4.36%) 805.25K
Increased by +3.16%
Dec 31, 24
4 State Street Corporation 24.41M (4.18%) -40.21K
Decreased by -0.16%
Mar 31, 24
5 JPMorgan Chase & Co 15.68M (2.68%) -11.16M
Decreased by -71.16%
Dec 31, 24
6 Geode Capital Management, LLC 14.62M (2.50%) 189.64K
Increased by +1.30%
Dec 31, 24
7 Bank of America Corp 14.45M (2.48%) -24.02K
Decreased by -0.17%
Dec 31, 24
8 Massachusetts Financial Services Company 13.48M (2.31%) -9.86K
Decreased by -0.07%
Mar 31, 25
9 FMR Inc 10.23M (1.75%) -284.46K
Decreased by -2.78%
Dec 31, 24
10 Goldman Sachs Group Inc 9.10M (1.56%) 5.71M
Increased by +62.76%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 9.00M (1.54%) -63.31K
Decreased by -0.70%
Dec 31, 24
12 NORGES BANK 7.69M (1.32%) 137.79K
Increased by +1.79%
Dec 31, 24
13 AllianceBernstein L.P. 7.17M (1.23%) -329.91K
Decreased by -4.60%
Dec 31, 24
14 HHG PLC 7.01M (1.20%) -158.85K
Decreased by -2.26%
Dec 31, 24
15 Wellington Management Company LLP 6.39M (1.09%) -3.32M
Decreased by -52.00%
Dec 31, 24
16 Capital World Investors 6.38M (1.09%) -350.62K
Decreased by -5.49%
Dec 31, 24
17 Northern Trust Corp 6.18M (1.06%) 710.68K
Increased by +11.50%
Dec 31, 24
18 Capital Research Global Investors 6.06M (1.04%) 1.55M
Increased by +25.55%
Dec 31, 24
19 UBS Asset Mgmt Americas Inc 5.98M (1.02%) 915.64K
Increased by +15.30%
Dec 31, 24
20 Viking Global Investors LP 5.86M (1.00%) 4.72M
Increased by +80.47%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 18.55M (3.18%) 5.71K
Increased by +0.03%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 18.52M (3.17%) 36.88K
Increased by +0.20%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 16.28M (2.79%) 34.92K
Increased by +0.21%
Mar 31, 25
4 MFS Large Cap Value Equity 9.07M (1.55%) -89.89K
Decreased by -0.99%
Mar 31, 25
5 MFS Value A 9.07M (1.55%) -51.05K
Decreased by -0.56%
Mar 31, 25
6 Fidelity 500 Index 7.35M (1.26%) 12.68K
Increased by +0.17%
Mar 31, 25
7 SPDR® S&P 500 ETF 7.29M (1.25%) -106.64K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF 7.11M (1.22%) 5.85K
Increased by +0.08%
Apr 30, 25
9 SPDR® S&P 500® ETF Trust 7.10M (1.22%) -37.15K
Decreased by -0.52%
Mar 31, 25
10 iShares Core S&P 500 ETF 6.95M (1.19%) -6.90K
Decreased by -0.10%
Apr 29, 25
11 American Funds Growth Fund of Amer A 6.92M (1.19%) -548.60K
Decreased by -7.93%
Mar 31, 25
12 Capital Group Growth Fnd of Amer Comp 6.92M (1.19%) -548.60K
Decreased by -7.93%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 6.92M (1.18%) 15.66K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 6.82M (1.17%) 43.41K
Increased by +0.64%
Nov 30, 23
15 Vanguard Value Index Inv 5.14M (0.88%) 81.82K
Increased by +1.59%
Mar 31, 25
16 The Financial Select Sector SPDR® ETF 4.26M (0.73%) 28.01K
Increased by +0.66%
Apr 30, 25
17 Financial Select Sector SPDR® ETF 3.95M (0.68%) -11.29K
Decreased by -0.29%
Apr 30, 24
18 Vanguard Institutional Index I 3.61M (0.62%) -26.70K
Decreased by -0.74%
Mar 31, 25
19 Vanguard Wellington™ Inv 3.54M (0.61%) -2.18M
Decreased by -61.46%
Dec 31, 24
20 Fidelity Contrafund 3.10M (0.53%) 0.00
Increased by 0.00%
Mar 31, 25